Skip to content
Insola
FR
Customer sign in

INSOLA

From CSV / Excel to your next chapter.

Gather your CSV or Excel XLSX files, then check columns, encoding, dates and references between records. Mapping and simulation make migration decisions visible before application.

Try this scenePrepare my migration
Maison Sol / Record previewProduct preview with fictional data

CSV / XLSX → mappings → simulation

RecordDatasetStatusPlanned action
Iris DuboisCustomersValidCreate
Historical balance · 5 creditsCustomer balancesValidCreate
15/10 · 18:00 · YogaFuture bookingsInvalidNot decided

Missing customer reference: correct the link before simulating.

Source balance: 5 credits. Balance after migration: 5 credits.

A future booking already paid in the previous tool is imported without an extra debit from the historical pass.

The product in practice

Reconcile the migration

Follow imported records and compare the source data with the result.

Try this scene ↗

Maison Sol · fictional data. No real payments, emails, AI calls, imports or electronic transmissions.

Preserve source references

Keep stable identifiers and export dates from CSV / Excel. References between customers, services, sessions and bookings must be reconcilable. Do not assume a name uniquely identifies a person or class.

Test the mappings

Select the source and prepare mappings in the authenticated workflow. Dataset availability depends on your exports and source account permissions. The report highlights invalid rows and missing references.

Check balances and cutover

Compare remaining credits and future bookings before publishing the schedule. Arrange subscription payment continuity separately. Retain an original export and the reconciliation report.

Practical questions

Is a valid file imported immediately?

No. After upload and mapping, review errors and the simulation report. Application requires confirmation and an up-to-date simulation. Then reconcile the created data with the references in your files.

Keep exploring

See what will carry over before changing tools.

CSV or Excel files, mappings, references to correct, simulation and reconciliation: review each step before applying the supported records.

Prepare your migration, one checked step at a time.

A checklist for exporting, checking and reconciling customers, credits and bookings before changing studio software.

Let’s discuss your next chapter.

Prepare your INSOLA launch, a transition from another tool or multi-location operations with relevant support.

Discover how to organize your business.

Try the product journeys, then prepare your start or transition with the context of your Business.

Explore the productDiscuss my project